EPISCOPAL COMMUNITIES & SERVICES F… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1920

Legal Domicile

Principal Officer

JAMES S ROTHROCK

Phone

6264035400

Tax Period

2024-07-01 to 2025-06-30

EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS, founded in 1920, is a mid-sized nonprofit in the Housing & Shelter sector that reported $74.8M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion.

Mission

EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS (ECS) PROVIDES A BROAD SPECTRUM OF CARE AND SERVICES TO FOSTER GOOD HEALTH, FULFILLMENT, AND SPRITUAL WELL-BEING IN THE LIVES OF OLDER ADULTS. WE SERVE PEOPLE OF ALL ECONOMIC MEANS AND ARE COMMITTED TO CHARITABLE CARE.

Program Service Accomplishments

Program 1

Expenses: $68,061,444 Revenue: $67,489,481

ECS OFFERS INDEPENDENT LIVING FOR ACTIVE OLDER ADULTS, PROVIDING A CONTINUUM OF CARE THAT INCLUDES SEVERAL STYLES OF ACCOMMODATIONS AND VARIOUS AMENITIES. THESE AMENITIES INCLUDE, BUT ARE NOT LIMITED TO 24-HOUR BUILDING AND GROUNDS SECURITY, HOUSEKEEPING, FITNESS CENTER, LIBRARY, DINING ROOM, AND BEAUTY SHOP. ECS PROVIDES DYNAMIC ACTIVITIES PROGRAMS, INCLUDING ON-CAMPUS CONCERTS, ART AND CERAMICS CLASSES, EXERCISE CLASSES, AND CHURCH SERVICES. OFF-CAMPUS OUTINGS INCLUDE MOVIES, PLAYS, CONCERTS, SHOPPING AND OTHER CULTURAL EVENTS. EACH CAMPUS FEATURES A WELLNESS PROGRAM. ECS UNDERWROTE BENEVOLENT CARE TOTALING $364,991 FOR 4 INDEPENDENT LIVING RESIDENTS WHO WERE UNABLE TO PAY THE FULL COST OF THEIR CARE DURING FISCAL YEAR 2025.

Program 2

ECS PROVIDES SUPPORTIVE SERVICES TO ASSISTED LIVING RESIDENTS WHO REMAIN IN THEIR RESIDENCES AND RECEIVE ADDITIONAL CARE, INCLUDING BATHING AND GROOMING ASSISTANCE, DRESSING AND WALKING ASSISTANCE...

ECS PROVIDES SUPPORTIVE SERVICES TO ASSISTED LIVING RESIDENTS WHO REMAIN IN THEIR RESIDENCES AND RECEIVE ADDITIONAL CARE, INCLUDING BATHING AND GROOMING ASSISTANCE, DRESSING AND WALKING ASSISTANCE, INCONTINENCE CARE, MEDICATION SUPERVISION, REGULAR HOUSEKEEPING, MONTHLY HEALTH ASSESSMENT, AND SPECIALIZED DIET GUIDANCE. AS PART OF ASSISTED LIVING, ECS PROVIDES MEMORY CARE IN A SECURE SETTING FOR RESIDENTS WITH DEMENTIA OR ALZHEIMER'S DISEASE. CHARITABLE CARE TOTALING $585,804 WAS EXTENDED TO 5 ASSISTED LIVING RESIDENTS WHO WERE UNABLE TO PAY THE FULL COST OF THEIR CARE DURING FISCAL YEAR 2025.

Program 3

ECS PROVIDES 24-HOUR NURSING CARE TO FRAIL AND CHRONICALLY ILL OLDER ADULTS, AS WELL AS TO INDIVIDUALS RECOVERING FROM RECENT TRAUMAS SUCH AS STROKES AND HEART ATTACKS. THE RANGE OF 24-HOUR SKILLED NURSING SERVICES INCLUDES MEDICAL SUPERVISION, PHYSICAL, OCCUPATIONAL AND SPEECH THERAPIES, HOUSEKEEPING, A DIETICIAN, AND A SPECIALIZED ACTIVITIES PROGRAM. SKILLED NURSING CARE AND SERVICE TOTALING $17,285 WAS PROVIDED TO 2 RESIDENTS WHO WERE UNABLE TO PAY THE FULL COST OF THEIR CARE DURING FISCAL YEAR 2025.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $248,134

Program Service Revenue $67,489,481

Investment Income $6,412,051

Other Revenue $613,230

TOTAL REVENUE $74,762,896

Expense Breakdown

Grants Paid $2,500

Salaries & Benefits $35,814,723

Fundraising Expenses $245,915

Program Expenses $68,061,444

Other Expenses $45,120,310

TOTAL EXPENSES $80,937,533

Year-over-Year Comparison

	2024	2023	Change
Revenue	$74,762,896	$66,774,774	+0.1%
Expenses	$80,937,533	$74,686,490	+0.1%
Net Income	$-6,174,637	$-7,911,716	-0.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

575

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$2,438,904

Total Directors

$712,116

Key Employees

$1,077,016

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES S ROTHROCK	PRESIDENT & CEO	37.00	Officer Director	$656,807	$55,309	$712,116
CATHY MAY	CHAIR	1.00	Officer Director	$0	$0	$0
GWEN WHITSON	VICE CHAIR	1.00	Officer Director	$0	$0	$0
TIM HARTLEY	SECRETARY-TREASURER	1.00	Officer Director	$0	$0	$0
GABRIEL MENDHAM	DIRECTOR	1.00	Director	$0	$0	$0
GLORIA PITZER	DIRECTOR	1.00	Director	$0	$0	$0
JACK LANTZ	DIRECTOR	1.00	Director	$0	$0	$0
JANE SCHLEGEL	DIRECTOR	1.00	Director	$0	$0	$0
KAREN GEE MCAULEY	DIRECTOR	1.00	Director	$0	$0	$0
ED JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
JEANNIE KEASLER	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL RYAN	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT LONG	DIRECTOR	1.00	Director	$0	$0	$0
CHARLIE RAHILLY	EVP & CFO	39.00	Officer	$484,025	$46,599	$530,624
SHARON PEWTRESS	SVP OPERATIONS & COO	39.00	Officer	$433,849	$39,508	$473,357
STACIE OCAMPO	VP HUMAN RESOURCES	39.00	Officer	$333,671	$34,414	$368,085
KRISTA NAY	VP SALES & MARKETING	40.00	Officer	$326,874	$27,848	$354,722
DAVID WEIDERT	EXECUTIVE DIRECTOR	40.00	Key Emp	$370,722	$22,182	$392,904
CASH BENTON	EXECUTIVE DIRECTOR	40.00	Key Emp	$320,734	$23,473	$344,207
DAVID HONE	EXECUTIVE DIRECTOR	40.00	Key Emp	$311,247	$28,658	$339,905
TYRA SHERMAN	CONTROLLER	28.00	Highest	$235,408	$24,776	$260,184
MALEAKHI ADI	DIRECTOR OF IT	40.00	Highest	$224,959	$30,722	$255,681
TRACY STEBICK	SALES DIRECTOR	40.00	Highest	$230,192	$21,788	$251,980
ELIZABETH SALDEBAR	MARKETING-SALES	40.00	Highest	$197,184	$26,059	$223,243
ROBIN GORDON	DIRECTOR OF STRATEGIC GROWTH	40.00	Highest	$193,636	$15,198	$208,834

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$74,762,896	$80,937,533	$489,985,686	$-6,174,637
2024	No data	No data	No data	No data
2023	$42,700,630	$51,397,998	$186,246,998	$-8,697,368
2022	$47,727,929	$48,262,050	$186,619,972	$-534,121
2021	$54,393,007	$47,540,520	$210,406,101	$6,852,487
2020	$44,275,209	$46,411,744	$200,586,873	$-2,136,535
2019	$40,645,301	$40,509,837	$209,974,594	$135,464
2018	$39,683,999	$37,505,179	$205,301,558	$2,178,820

EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS